查看購物車
  • Simplified Chinese
  • English
  • Japanese
  • Korean
封面
市場調查報告書
商品編碼
1441453

中國乘用車電控懸吊產業（2024年）

China Passenger Car Electronic Control Suspension Industry Research Report, 2024
出版日期: | 出版商: ResearchInChina | 英文 290 Pages | 商品交期: 最快1-2個工作天內

價格
簡介目錄

1.2023年氣壓懸吊總成數量將超過60萬套，較上年增加113.1%

2023年，CDC液壓懸吊總成數量將接近130萬套，較上年增加52.7%，組裝率比上年提高1.9個百分點。在新興汽車品牌的帶動下，2023年氣壓懸吊總成數量將突破60萬套，大幅成長113.1%。

根據統計，2023年配備空氣懸吊的車型起售價將降至19萬元水平，NIO、Li Auto、Xpeng、Voyah、Zeekr等品牌將標配空氣彈簧，空氣懸吊總成將在2023年上市。

2、國內主機廠在魔毯懸掛方面取得突破

魔毯懸吊首先安裝在賓士車型上，被稱為 "魔毯車身控制系統" 。該系統使用位於擋風玻璃上方的立體攝影機掃瞄路面。透過計算這些數據並調整主動懸吊繫統，就可以達到使車輛始終保持水平位置的目標。

  • 該系統由動態減振控制、全局主動轉向、智慧四驅、四輪速度感測器、前後軸電動主動穩定桿、雙眼攝影機、空氣懸吊等零件組成。該系統可以掃瞄車輛前方最遠14公尺的道路訊息，並可以在不平坦的道路上將車輛升高20毫米。
  • 除了Mercedes-Benz、BMW、Audi等豪華品牌外，國內整車廠近年來也在魔毯懸掛領域闊步前進。
  • 將於2023年12月上市的Voyah追光搭載的 "魔毯底盤" 包括四個CDC減震器、空氣彈簧和共享ADAS前視攝影機等關鍵零件。前置攝影機即時掃瞄車輛前方5至15公尺的道路數據，並將其發送至主動懸吊控制器以調整懸吊狀況。

Voyah追光PHEV的魔毯底盤可調整里程至65mm，調整精準度至2mm。系統每秒可判斷路況和車輛狀況500次，避震器每秒可實現100次即時控制。

除了Voyah之外，BYD自主研發的Yunnian-X也屬於魔毯懸吊。Yunnian-X系統的主要部件包括前向雙眼攝影機、主動防傾桿、雙閥減震器、空氣彈簧、車身高度感知器、雲年智慧運算中心等。該系統基於阻尼控制技術、高度控制技術、智慧感知技術、剛度控制技術、四輪耦合技術、全主動控制技術。除了傳統的魔毯功能外，Yunnian-X還可以讓車輛在其中一個前輪脫落的情況下繼續行駛。此外，它還具有露營調平、四輪接地、最大懸吊高度調整速度500mm/s等功能。

3.本土供應商產能將釋放，規模經濟將進一步降低電控懸吊價格。

  • Baolong Technology於2021年和2023年兩度擴大產能。2028年在建產能全面釋放後，預計實現氣壓彈簧避震器總成及獨立氣壓彈簧484萬隻、氣壓供給裝置100萬隻、懸吊控制器104萬隻、儲氣罐274萬隻。

本報告針對中國乘用車電控懸吊產業進行研究分析，提供電控懸吊產業鍊及其應用、市場現況以及未來發展趨勢預測等資訊。

目錄

第一章 電控懸吊產業概況

  • 汽車懸吊繫統
  • 電控懸吊繫統的定義與分類
  • 半主動懸吊
  • 主動懸吊
  • 魔毯懸掛
  • 電控懸吊比較
  • 主要電控懸吊製造商和支援客戶
  • 主要電控懸吊零件製造商和支援客戶
  • 電動懸吊在乘用車 OEM 的應用
  • CDC液壓懸吊總成：總成數量、總成率
  • CDC 液壓懸吊總成：依價格範圍
  • CDC 液壓懸吊總成：依品牌
  • 氣壓懸吊總成：總成數量、總成率
  • 氣壓懸吊總成：依價格範圍
  • 氣壓懸吊總成狀態：依品牌

第二章 電控懸吊供應商調查

  • Continental Group
  • Beijing West Industries
  • Vibracoustic
  • ZF
  • Mando
  • Baolong Technology
  • KH Automotive Technologies
  • Anhui Zhongding Sealing Parts Co., Ltd.
  • Ningbo Tuopu Group Co., Ltd.
  • Gates Electroncis
  • Nanyang CIJAN Auto Shock Absorber Co., Ltd.
  • Active Suspension System of Exquisite Automotive
  • Road Surface Pre-scanning System of Smart Eye
  • Air Suspension of Tianrun Industry Technology

第三章 電控懸吊供應鏈調查

  • 減震器
    • Tenneco
    • Bilstein
    • LORD
    • Bohai New Material
    • Cosmartor Intelligent Suspension Tech
    • 其他廠商的減震器
  • 控制器
    • ClearMotion
    • 其他供應商的控制器
  • 供氣裝置
    • AMK China
    • WABCO
    • 其他製造商的供氣裝置

第四章 電控懸吊在國產客車上的應用研究

  • BYD
  • AITO
  • NIO
  • Xpeng
  • Chery
  • Voyah
  • Li Auto
  • Mercedes Benz
  • BMW
  • Audi
  • Cadillac
  • Tesla
  • Zeekr
  • FAW Hongqi
  • Lynk

第五章 電控懸吊產業綜述及發展趨勢

簡介目錄
Product Code: LMM022

Research on Electronic Control Suspension: The assembly volume of Air Suspension increased by 113% year-on-year in 2023, and the magic carpet suspension of independent brands achieved a breakthrough

ResearchInChina published "China Passenger Car Electronic Control Suspension Industry Research Report, 2024", which combs Electronic Control Suspension industry chain and its applications, reflects the current market development situation and forecast future development trend.

Electronic Control Suspension can be divided into full active suspension and semi-active suspension according to whether it contains power source. Full active suspension contains power source, usually refers to as "active suspension"; Semi-active suspension or passive active suspension does not contain power source. Active suspension can adjust two parameters of suspension damping and stiffness, while semi-active suspension can adjust one of the two parameters.

1. In 2023, the assembly volume of Air Suspension exceeded 600,000 units, up 113.1% year on year

In 2023, the assembly volume of CDC hydraulic suspension is close to 1.3 million vehicles, with a year-on-year growth of 52.7%, and the assembly rate increases by 1.9 percentage points year-on-year. Driven by emerging auto brands, the assembly volume of Air Suspension in 2023 exceeded 600,000 units, a surge of 113.1%.

According to statistics, the starting price of Air Suspension carrying models in 2023 has dipped to the range of 190,000 yuan, NIO, Li Auto, Xpeng, Voyah, Zeekr and other brands have equipped with air spring as standard configuration, it is expected that in 2024, the air spring assembly will continue to double.

2. Domestic OEMS have achieved a breakthrough in magic carpet suspension

Magic carpet suspension was first carried on Mercedes-Benz models, which called it "MAGIC BODY CONTROL system". The system realizes the road scanning function through stereo camera on the upper part of front windshield. After calculating the data, the adjustment of active suspension system can achieve the purpose of making body always maintain horizontal posture.

  • Later, BMW also launched the magic carpet intelligent Air Suspension system, which is composed of dynamic vibration reduction control, overall active steering, intelligent four-wheel drive, four-wheel speed sensors, front and rear axle electric active stabilizer bar, binocular camera, Air Suspension and other components. The system can scan the road information for up to 14 meters in front of the vehicle, and it can raise the car body by 20mm on a bumpy road surface.
  • In addition to luxury brands such as Mercedes-Benz, BMW and Audi, domestic OEMs have also made a breakthrough in the field of magic carpet suspension in recent years.
  • The "magic carpet chassis", carried by Voyah Zhuiguang which is available on market in December 2023, has key components including four CDC shock absorbers, air springs, and a shared ADAS front-view camera, etc. The front-facing camera scans the road data of 5-15 meters in front of the vehicle in real time, and transmits it to active suspension controller to adjust suspension status.

Voyah Zhuiguang PHEV magic carpet chassis can adjust mileage to 65mm, adjustment accuracy to 2mm. The system can judge the road surface condition and the vehicle state for 500 times per second, and the shock absorber can realize 100 times of real-time control per second.

In addition to Voyah, BYD's self-developed Yunnian-X also belongs to magic carpet suspension. The main components of Yunnian-X system include forward binocular camera, active anti-tilt rod, double valve shock absorber, air spring, height sensor, Yunnian intelligent computing center, etc. The system is based on damping control technology, height control technology, intelligent perception technology, stiffness control technology, four-wheel linkage technology and full active control technology. In addition to the traditional magic carpet function, Yunnian-X can still ensure that the vehicle continues to have driving ability when the single front wheel of the vehicle falls off. In addition, it also has the functions of camping leveling, four-wheel grounding, suspension 500mm/s height maximum adjustment speed.

3. The production capacity of local suppliers is released, and the scale effect drives to further lower the price of electronic control suspension

  • Baolong Technology expanded its production capacity twice in 2021 and 2023. It is expected that after the complete release of capacity under construction in 2028, 4.84 million air spring shock absorber assembly and independent air spring, 1 million air supply units (ASU), 1.04 million suspension controllers and 2.74 million gas storage tanks will be realized.

As of the orders disclosed in September 2023, the order value of Baolong Technology is more than 5 billion yuan, and it is expected to ship 3.16 million air spring shock absorber assembly and independent air spring, and 2.21 million gas storage tank and other products in 2026.

According to the forecast of Baolong Technology, the unit price of air spring shock absorber assembly in 2027 is 1120 yuan, compared with 2024, a decrease of nearly 9 percentage points, and the unit price of air supply unit in 2027 is 329 yuan, a decrease of nearly 8 percentage points.

  • In addition to Baolong Technology, KH Automotive Technologies has also obtained designated letters from more than 30 models of 14 mainstream OEMS, including Li Auto, Voyah, Zeekr, Lynk, Chery, BYD, Geely Englon, Avatr, Changan and others. It is expected that the total supply of models will reach 32 in 2024, and Air Suspension delivery volume of 0.8-1 million sets will be achieved within the year.

In September 2023, KH Automotive Technologies completed C round of financing of 300 million yuan, which will be mainly used for a series of capital expenditure such as plant and equipment involved in the new production capacity and supporting working capital support. At present, the annual capacity of KH Automotive Technologies is about 700,000 sets. In the future, new production lines will be opened in Suzhou, Chongqing and other places.

Table of Contents

1 Overview of Electronic Control Suspension Industry

  • 1.1 Automotive Suspension System
  • 1.2 Definition and Classification of Electronic Control Suspension System
  • 1.3 Semi-active Suspension
    • 1.3.1 Mainstream Solution of Semi-active Suspension
    • 1.3.2 CDC (Continuously Damping Control)
    • 1.3.3 MRC (Magnetic Ride Control)
    • 1.3.4 Magnetic Rheological Effect
  • 1.4 Active Suspension
    • 1.4.1 Definition of Air Suspension
    • 1.4.2 Main Components of Air Suspension
    • 1.4.3 Technology Evolution of Air Suspension
    • 1.4.4 Advantages and Disadvantages of Air Suspension
    • 1.4.5 Raw Materials and Suppliers of Air Suspension
    • 1.4.5 Main Configuration Models of Air Suspension
    • 1.4.6 Main components of Oil & Gas Suspension
  • 1.5 Magic Carpet Suspension
    • 1.5.1 Definition and Working Principle of Magic Carpet Suspension
  • 1.6 Comparison of Several Electronic Control Suspension
  • 1.7 Main Manufacturers of Electronic Control Suspension and its Supporting Customers
  • 1.8 Manufacturers of Key Components of Electronic Eontrol Suspension and Their Supporting Customers
  • 1.9 Application of Electric Suspension in Passenger Car OEMs
  • 1.10 CDC Hydraulic Suspension Assembly: Assembly Volume and Assembly Rate
  • 1.11 CDC Hydraulic Suspension Assembly: by Price Range
  • 1.12 CDC Hydraulic Suspension Assembly: by Brand
  • 1.13 Air Suspension Assembly: Assembly Volume and Assembly Rate
  • 1.14 Air Suspension Assembly: by Price Range
  • 1.15 Air Suspension Assembly status: by Brand

2 Research on Electronic Control Suspension Suppliers

  • 2.1 Continental Group
    • 2.1.1 Electronic Air Suspension
    • 2.1.2 Electronic Air Supply Unit
    • 2.1.3 Advantage of Air Supply Unit Products
    • 2.1.4 Air Suspension Damper
    • 2.1.5 Open-loop / Closed-loop Double Solution of Air Supply Unit
    • 2.1.6 Electronic Control Suspension Solution for Different Models
    • 2.1.7 Electronic Suspension Software Solution
    • 2.1.8 Combination Solution of Electronic Control Suspension System
    • 2.1.9 Global Production and Development Layout of Electronic Control Suspension System
    • 2.1.10 Electronic Control Suspension Production Line
  • 2.2 Beijing West Industries
    • 2.2.1 Global R&D and Production Layout
    • 2.2.2 Production Layout in China
    • 2.2.3 Suspension-related Products
    • 2.2.4 MRD Suspension System
    • 2.2.5 Air Suspension System
    • 2.2.6 New Active Suspension
  • 2.3 Vibracoustic
    • 2.3.1 Air Suspension products
    • 2.3.2 Air Spring Classification
    • 2.3.3 Air Spring
    • 2.3.4 Three-chamber Air Spring
    • 2.3.5 New Air Suspension Air Supply Device
    • 2.3.6 Production Layout in China
  • 2.4 ZF
    • 2.4.1 Development Route of Suspension Technology
    • 2.4.2 Comparison of Active Suspension System Capability
    • 2.4.3 New Active Vibration Reduction System
    • 2.4.4 Composition Solution of New Active Vibration Reduction System
    • 2.4.5 Electronic Elevation System
    • 2.4.6 High Pressure MPU
    • 2.4.7 Pre-control Damping System
    • 2.4.8 Double-Cylinder Air Compressor
    • 2.4.9 SACHS Single-cylinder Shock Absorber
    • 2.4.10 SACHS Double-cylinder Shock Absorber
    • 2.4.11 SACHS CDC
  • 2.5 Mando
    • 2.5.1 Electronic Control Suspension Products
    • 2.5.2 Intelligent Frequency Conversion Damper
    • 2.5.3 Hydraulic Compression Stop
    • 2.5.4 Intelligent Damping Control System
    • 2.5.5 Self Levelizer
  • 2.6 Baolong Technology
    • 2.6.1 Global Layout
    • 2.6.2 Layout of Electronic Control Suspension Related Products
    • 2.6.3 Composition of Electronic Control Air Suspension System
    • 2.6.4 Electronic Control Air Suspension Controller
    • 2.6.5 Function List of Electronic Control Air Suspension
    • 2.6.6 Control Strategy of Electronic Control Air Suspension System
    • 2.6.7 Active Suspension Road Surface Pre-Scanning System
    • 2.6.8 Active Suspension Road Surface Pre-Scanning System and ADAS Combined Solution
    • 2.6.9 Designated Projects of Air Suspension Products
    • 2.6.10 Shipment Estimate
    • 2.6.11 Capacity Expansion
  • 2.7 KH Automotive Technologies
    • 2.7.1 Development History
    • 2.7.2 Production and R&D Base
    • 2.7.3 Product Layout
    • 2.7.4 Product R&D Rhythm
    • 2.7.5 Double-cavity Air Spring
    • 2.7.6 Shipments and Future Forecast
    • 2.7.7 Designated Models and Supply Products
    • 2.7.8 Upstream Partners
  • 2.8 Anhui Zhongding Sealing Parts Co., Ltd.
    • 2.8.1 Profile
    • 2.8.2 Designated Projects
    • 2.8.3 Layout of Air Suspension System Integration R&D of wholly-owned Subsidiary
    • 2.8.4 Air Spring Development
  • 2.9 Ningbo Tuopu Group Co., Ltd.
    • 2.9.1 Closed Air Suspension System
    • 2.9.2 Air Supply Unit (ASU)
    • 2.9.3 Technical Route of Closed ASU
    • 2.9.4 Comparison between Open System and Closed System
    • 2.9.4 Development and Production Capacity of Key Components of Air Suspension
    • 2.9.5 Composition of Air Spring
    • 2.9.6 Air Suspension Solution
    • 2.9.7 Capacity Planning
  • 2.10 Gates Electroncis
    • 2.10.1 Profile
    • 2.10.2 Iterative Route of Suspension
    • 2.10.3 CDC Continuous Damping Adjustable Dampers
  • 2.10.4, Air Suspension System
    • 2.10.5 Intelligent Chassis Suspension Control System Technical Route
    • 2.10.6 800V Hydraulic Suspension Electronic Control System
    • 2.10.7 Hardware Architecture of 800V Hydraulic Suspension Electronic Control System Domain Controller
    • 2.10.8 Zonal Controller Software Function of 800V Hydraulic Suspension Electronic Control System
    • 2.10.9 Intelligent Chassis Suspension Integrated Domain Control Technology Route
    • 2.10.10 Integrated Domain Control System of Intelligent Suspension
    • 2.10.11 Software Functions of Intelligent Suspension Integrated Domain Control System
    • 2.10.12 Application Scenario
  • 2.11 Nanyang CIJAN Auto Shock Absorber Co., Ltd.
    • 2.11.1 Suspension Products and Controllers
    • 2.11.2 Adaptive Damping Shock Absorber System
    • 2.11.3 Electronic Control Air Spring Suspension System
    • 2.11.4 Composition of Electronic Control Air Suspension System
    • 2.11.5 Intelligent Electronic Control Suspension System
    • 2.11.6 Full Active Suspension System
    • 2.11.7 Electronic Control Suspension Sensor Configuration Solution
  • 2.12 Active Suspension System of Exquisite Automotive
  • 2.13 Road Surface Pre-scanning System of Smart Eye
  • 2.14 Air Suspension of Tianrun Industry Technology

3 Research on Electronic Control Suspension Supply Chain

  • 3.1 Shock Absorber
    • 3.1.1 Tenneco
      • 3.1.1.1 Monroe Damper
      • 3.1.1.2 Variable Suspension Product Line
    • 3.1.2 Bilstein
    • 3.1.3 LORD
    • 3.1.4 Bohai New Material
      • 3.1.4.1 Magnetorheological Fluid
      • 3.1.4.2 MRD Damper
      • 3.1.4.3 MRD Vehicle Controller
    • 3.1.5 Cosmartor Intelligent Suspension Tech
      • 3.1.5.1 Magnetorheological Fluid
      • 3.1.5.2 MRD Damper
      • 3.1.5.3 ECU
      • 3.1.5.4 MRD Intelligent Suspension System
      • 3.1.5.5 MRD Intelligent Suspension System Architecture
      • 3.1.5.7 MRD Intelligent Suspension System Control Function
    • 3.1.6 Shock Absorber of Other Manufacturers
      • 3.1.6.1 Shock Absorber of ADD Indutry (Zhejiang) Co., Ltd.
      • 3.1.6.2 MRD Suspension of Chaoshang Technology
  • 3.2 Controller
    • 3.2.1 ClearMotion
      • 3.2.1.1 ClearMotion1
      • 3.2.1.2 RoadMotion
      • 3.2.1.3 China Layout in China of ClearMotion
    • 3.2.2 Controllers of Other Vendors
      • 3.2.2.1 Electronic Control Unit of Active Suspension of Chengdu Mingran Intelligent Technology
      • 3.2.2.2 Intelligent Suspension Controller of SDrive Technology
      • 3.2.2.3 Chassis-by-wire Domain Controller of HiRain
      • 3.2.2.4 Suspension Controller of UAES
      • 3.2.2.4 Suspension Damping Control Solenoid Valve of UAES
  • 3.3 Air Supply Unit
    • 3.3.1 AMK China
    • 3.3.2 WABCO
    • 3.3.3 Air Supply Units of Other Manufacturers
      • 3.3.3.1 Air Suspension Electronic Air Pump Unit LeeKr Technology
      • 3.3.3.2 Gas Storage Tank of Wabco

4 Research on Application of Electronic Control Suspension for Domestic Passenger Cars

  • 4.1 BYD
    • 4.1.1 Electronic Control Suspension Products
    • 4.1.2 Comparison of BYD Yunnian system
    • 4.1.3 Yunnian-C
    • 4.1.4 Yunnian-A
    • 4.1.5 Yunnian-A Real Vehicle Layout
    • 4.1.6 Yunnian-P
    • 4.1.7 Yunnian-X
    • 4.1.8 Yunnian Perception System
    • 4.1.9 Damping Control technology
    • 4.1.10 Damping Control technology
    • 4.1.11 Hydraulic Stiffness Control technology
    • 4.1.12 Yunnian Control technology
  • 4.2 AITO
    • 4.2.1 Huawei Tuling Intelligent Chassis
    • 4.2.2 MFSS System
    • 4.2.3 HUAWEI DATS 3.0 Dynamic Adaptive Torque Control System
    • 4.2.4 XMotion Intelligent Body Collaborative Control System
    • 4.2.5 AITO M9 Tuling Intelligent Chassis Parameters Improvement
    • 4.2.6 Tuling Chassis Performance Improvement Performance
  • 4.3 NIO
  • 4.4 Xpeng
  • 4.5 Chery
  • 4.6 Voyah
  • 4.7 Li Auto
  • 4.8 Mercedes Benz
  • 4.9 BMW
  • 4.10 Audi
  • 4.11 Cadillac
  • 4.12 Tesla
  • 4.13 Zeekr
  • 4.14 FAW Hongqi
  • 4.15 Lynk

5 Summary and Development Trend of Electronic Control Suspension Industry

  • 5.1 Trend 1
  • 5.2 Trend 2
  • 5.3 Trend 3
  • 5.4 Trend 4
  • 5.5 Trend 5
  • 5.6 Trend 6
  • 5.7 Trend 7